Do more with your call and live chat data.
Ruby’s integrations make it easy to save time and run your business better. Our call handling and live chat technology works seamlessly with customer relationship management (CRM) systems, calendars, legal software, communication platforms, and much more.
Discover our integrations.
Here you’ll find just a few of the solutions we connect with. In addition to our native integrations with solutions such as Clio and Grasshopper, Ruby’s Zapier-powered integrations empower you to create virtually any kind of automation you can imagine on thousands of apps. See what kinds of automation you can achieve with Zapier + Ruby.
All
- Automation
- Business management
- Communication
- CRMs
- Customer service
- Field service
- Forms
- Legal
- Marketing
- Project management
- Scheduling
Calendly
Have Ruby schedule and reschedule appointments for you over the phone or chat. ( PS – We also work with 20+ other scheduling tools!)
Clio
Stay on top of client communication with Ruby for easy tracking, billing, and case management.
FieldPulse
Create and update leads, contacts, projects, and more—directly from your Ruby calls and chats.
Filevine
Automatically associate client communication with leads, projects, and more in Filevine’s case management and document management software.
Follow Up Boss
Bring communication details Ruby handles and leads we capture into your CRM.
Google Calendar
Let Ruby’s receptionists keep your calendar up-to-date and populated with appointments from clients or customers.
Google Forms
Automatically reply to callers with required forms to initiate new sales, cases, projects, or other kinds of engagements.
Google Voice
Port or forward your Google Voice number to Ruby at no extra cost.
Grasshopper
Use Grasshopper’s add-on Ruby service to have us answer calls when you’re unavailable.
HubSpot
Bring new leads into HubSpot and update contact data automatically based on Ruby’s interactions with your audience.
JobNimbus
Keep your contacts organized and up to date while automatically adding new leads captured by Ruby to your CRM.
Keap
Bring callers’ and website chatters’ information along with communication details from Ruby into your CRM.
Law Ruler
Simplify new client intake, keep your contacts organized, and send personalized marketing messages based on triggers you set up with Ruby.
Lawmatics
Automate lead capture, analytics, and follow-up when Ruby answers your phone or chats with a website visitor.
Microsoft Teams
Have messages sent whenever Ruby handles a call or intakes a new lead, keep your calendar updated, and more.
Monday.com
Create new projects and update tasks based on Ruby’s interactions with callers and website visitors.
Nextiva
Monitor and scale coverage according to call volume and have Ruby answer with the touch of a button.
Rocket Matter
Track call dates and lengths, gather key client details, streamline follow-up processes, and sync communication with Quick Intake Forms.
Salesforce
Synchronize contacts and communication in Ruby with your records in Salesforce for simple organization and follow-up.
Slack
Send customized messages to your team automatically when Ruby performs an action such as answering a call or capturing a new opportunity.
Zapier
Connect caller and chatter data to thousands of apps and reach new levels of efficiency.
Zendesk
Create and update tickets, organizations, comments, and more automatically when Ruby handles communication.
Zoho
Ensure fast and accurate customer relationship management with automatic syncs between Ruby and Zoho.
Ruby + Zapier: how it works
Ruby’s integration with Zapier is simple yet powerful. Zapier automatically checks for new caller data in Ruby at no extra charge. Depending on your Zapier plan, it can be between one and 15 minutes.
- Free & Starter Zapier Plans: every 15 minutes
- Professional Zapier Plan: every two minutes
- Team & Company Zapier Plans: every minute
In Zapier, you can create numerous zaps (ranging from five to unlimited depending on your Zapier plan) to send data from Ruby to thousands of applications and trigger all kinds of automated tasks.
For example, you can use Ruby and Zapier to…
Create new contacts in your CRM, mailing list, or contact list.
Get new message notifications sent to members of your team.
Add callers to email campaigns based on conditions they meet after calls are completed.
Generate forms and automatically send them to callers to your analytics software for tracking and analysis.
Send call data to your analytics software for tracking and analysis.
Create new tasks for follow-up in your project management tools.
Want to learn more? Call us!
At Ruby, we’ve helped thousands of businesses just like yours achieve more. We’re dedicated to working with your tools to create the best communication solution for your organization and the people you serve. Contact us today to see what we can do for you.